Case Management Report (Shared) - United States Courts



UNITED STATES DISTRICT COURTMIDDLE DISTRICT OF FLORIDAFORT MYERS DIVISIONPlaintiff,v.Case No.:2: -cv- -FtM-Defendant./CASE MANAGEMENT REPORTThe parties agree to these dates and discovery plan under Federal Rule of Civil Procedure 26 and Local Rule 3.05:DEADLINEAGREED DATECorporate Disclosure Statements [Due immediately upon each party’s first appearance]Plaintiff filed on Select DateDefendant filed on Select DateRule 26(a)(1) Initial Disclosures [Due 14 days after Rule 26(f) conference] ? Exchanged? To be exchanged by Select DateMotions to Add Parties or Amend Pleadings [Court recommends 1 to 2 months after the Rule 26(f) conference]Select DateDisclosure of Expert Reports [Court recommends the last disclosure to occur 1 to 2 months before the discovery deadline]Plaintiff: Select DateDefendant (includes rebuttal): Select DatePlaintiff Rebuttal: Select DateDiscovery [Court recommends 6 to 8 months before the trial term so it can decide dispositive motions]Select DateDispositive and Daubert Motions[Court recommends at least 4 months before the meeting to prepare the joint final pretrial statement]Select DateMeeting in Person to Prepare Joint Final Pretrial Statement[Court recommends 1 month before the Final Pretrial Conference]Select DateMotions in Limine[Court recommends 3 days before the deadline for Joint Final Pretrial Statement and Trial Briefs] Joint Final Pretrial Statement and Trial Briefs[Court recommends 3 weeks before the Final Pretrial Conference] Select DateFinal Pretrial Conference Select DateMonthly Trial Term[Cases are scheduled for a monthly trial term—not a specific date. The Court recommends 20 to 22 months after the case is filed or removed] Month YearEstimated Length of Trial Select daysJury or Non-JurySelectMediation [Court recommends mediation after the discovery deadline but before dispositive motions]Deadline: Select DateMediator:Settlement? Likely? UnlikelyAll Parties Consent to the Assigned Magistrate Judge ? For all purposes including trial?For some purposes like class certification, summary judgment, or motions for a final order or judgment (please list)?For no other purpose beyond authority granted by statute, rule, and referral All Parties Request a Settlement Conference with the Non-Assigned Magistrate Judge ? Yes? No? Likely to Request in FutureRelated Case Notice Completed and Attached (Attachment A and available on the assigned district judge’s website)? YesPreliminary Pretrial ConferencesFor cases assigned to United States District Judge Sheri Polster Chappell, the assigned Magistrate Judge will hold a preliminary pretrial conference (“PPTC”) in most cases after the parties file this Case Management Report. The parties should expect to discuss these topics at the PPTC: the facts, unique issues anticipated by counsel, the Court’s case management practices and procedures, deadlines to govern the case, prospects of settlement, pending motions, scope of discovery, need for expert witnesses, length of trial, and calendar conflicts. Unresolved issues to discuss at the PPTC include: After the PPTC, the assigned Magistrate Judge will issue a Case Management and Scheduling Order to govern the case.For cases assigned to United States District Judge Thomas Barber and Senior United States District Judge John E. Steele, a preliminary pretrial conference is mandatory only in Track Three cases. The Court will consider a request to re-track a Track Two case to a Track Three case only after a class is certified and/or motions to dismiss have been decided in complex actions. For Track Two cases, Judges Barber and Steele will issue Case Management and Scheduling Orders after the parties file a Case Management Report. Discovery The parties must jointly file—along with this Case Management Report and Related Case Notice—the “Pretrial & Discovery Plan” found on the assigned Magistrate Judge’s website. The Pretrial & Discovery Plan, Case Management Report, and Related Case Notice must be filed as three separate docket entries. The parties must also follow the Discovery Handbook for the Middle District of Florida available on the Court’s website.Mediation Without mandatory arbitration or a Court order otherwise, the parties in every case must participate in mediation. The parties must select a mediator from the Court’s approved list of mediators found on its website. Date: _____________________Signature of Counsel (per Local Rule 1.05) and Unrepresented Parties:_______________________________________________________________________________________________________________________________________________________________________________________________________________UNITED STATES DISTRICT COURTMIDDLE DISTRICT OF FLORIDAFORT MYERS DIVISIONAttachment A: Related Case NoticeUnder Local Rule 1.04(d), all counsel of record and unrepresented parties must promptly inform the Court and other parties of the existence of any similar or successive cases pending before any court or administrative agency. But, for removal cases, the parties need not identify the original state-court proceeding in this Notice.I certify that the above-captioned case:?IS related to pending or closed civil or criminal case(s) previously filed in this Court, or any other federal or state court, or administrative agency as indicated below:?IS NOT related to any pending or closed civil or criminal case filed with this Court, or any other federal or state court, or administrative agency.Dated: Click to enter a date.Signature: Plaintiff(s) Counsel or Pro Se Party[Address and Telephone]Signature: Defendant(s) Counsel or Pro Se Party[Address and Telephone] ................
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